Orange Unveils 'Trust the Future', Its 2026-2030 Strategy
On Thursday, Orange introduced its new strategic plan 'Trust the Future', succeeding 'Lead the Future 2023-2025', which achieved all its goals. This new chapter, covering the next five years, is based on trust as a competitive advantage and three strategic ambitions: Customer Proximity, Growth through Innovation, and Excellence at Scale.
The 'Trust the Future' plan revolves around three axes. Customer Proximity aims to strengthen relationships with the Group's 340 million customers by developing more personalized and predictive experiences. Orange plans to add about 40 million more customers by 2028, particularly in Africa and the Middle East and in under-penetrated segments of Europe, while reducing churn rates in Europe by up to 3 points. Growth through Innovation focuses on deploying services beyond connectivity, including B2C cybersecurity, trusted B2B services, cloud, and artificial intelligence, with a goal of generating an additional 1 billion euros in revenue by 2028 compared to 2025. Excellence at Scale aims to leverage the Group's size to enhance its technological leadership, including through infrastructure modernization, deploying AI in daily operations, and pooling innovation capabilities across the group.
Orange's Triple Commitment
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Orange reaffirms its triple commitment. For its employees, the Group will continue to invest in skills and leadership. For society, it aims to extend digital trust through protective offerings and free digital usage support for six million people by 2030. For the planet, Orange confirms its environmental trajectory with a goal of reducing greenhouse gas emissions by 45% by 2030 compared to 2020 and a Net Zero Carbon target by 2040.
Ces excellentes performances nous permettent aujourd'hui de relever nos objectifs annuels
Risks mentioned
Orange Business en repli de -3,1 %, toujours pénalisé par un environnement de marché difficile
EBITDAaL d'Orange Business en baisse de -6,4 % sur le semestre
Endettement net porté à 35,7 milliards d'euros, ratio dette/EBITDAaL à 2,4x après MasOrange
Opportunities identified
Contrôle exclusif à 100 % de MasOrange renforçant la position en Espagne
Projet d'acquisition conjointe de SFR pour environ 5,6 milliards d'euros de part Orange
Croissance à deux chiffres en Afrique et Moyen-Orient (+13,9 % de chiffre d'affaires)
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